Select several rows and act on them

In many lists you can select several rows and act on all of them at once. A bar appears with the actions that fit the list.

Step by step

1. Tick the rows. Use the box in the header to select all rows on the page. A banner offers to select all matches across all pages.
2. Choose an action in the bar Bulk actions.
3. If a dialog opens, fill in what it asks for, for example a reason, and confirm.
4. The result shows how many were done and which were not possible.

Export

Export offers CSV, Excel (.xlsx) and PDF list. Only the selected rows and the visible columns are exported. Dates follow your region.

Actions by list

• Appointments: confirm, cancel with a reason, mark as completed, no-show, assign a host, resend the reminder, create one invoice, record the outcome.
• Follow-ups: done, reschedule, assign.
• Employees: invite to IDup, deactivate, set a role.
• Contacts: add to a group or remove from a group.
• Callbacks: mark as done or declined.
• Hours: approve or reject.

Each action needs the right for it. Without the right, the button is missing. Cancelling appointments sends the guests the normal cancellation e-mail in their language.

Delete and restore

Delete moves the entries to the Trash. They stay there for 30 days. Anyone who may delete an entry may restore it with Restore. Only an administrator can use Delete for good. An entry that is still linked, for example an appointment with an invoice, cannot be deleted.